Concord Wealth Partners’s Kansas City Southern KSU Stock Holding History

Concord Wealth Partners’s Portfolio KSU Stock Details KSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4	Closed	-$1K	–	1369
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	893
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	1033
2021 Q1	$1K	Buy	+4	New	+$870	﹤0.01%	988

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Concord Wealth Partners's KSU Position: Q4 2021 in Review

Concord Wealth Partners sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 4 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Concord Wealth Partners reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Concord Wealth Partners sold 4 Kansas City Southern shares in Q4 2021, an estimated $1K.
Concord Wealth Partners first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Concord Wealth Partners's Kansas City Southern position peaked at $1K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Concord Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.